Mark Richings Fpfs, Chartered Financial Planner Email & Phone Number

Having worked in the financial services industry for 27 years, I understand the importance of building trust with your financial adviser. That’s why my approach involves getting to know my clients, their goals and aspirations and building a long-term relationship with them. Whether you want to build, grow, protect or preserve your finances, I understand that your financial needs evolve over time. I work with business owners, entrepreneurs and private individuals and my clients are from a diverse range of industries and backgrounds. They all share a common objective however; to improve their financial wellbeing.By helping you to make sense of the vast array of options available, I aim to simplify financial planning and create a plan that will help to meet your objectives.I help my clients build for their future & protect their loved ones, whether just starting out on their financial planning journey or looking to pass on accumulated wealth to family tax efficiently. I provide a holistic approach to financial planning, working with you at each life stage, advising on protection, investments (including for children), planning towards & advising clients in retirement, inheritance tax & later life planning.I also work with local business owners and company directors to help with their business financial planning, including business protection, employee benefits, retirement & aspects of exit strategies.I have an in-depth knowledge of investment markets. I have sat on an investment committee, undertaken research, and helped build and run client investment portfolios. I also provide market updates for HJP’s clients via our client webinars. I am married with two sons, am a keen sportsman, having represented England at Touch rugby. I also enjoy travel and the great outdoors.HJP Chartered Financial Planners is a Partner Practice of St. James's Place Wealth Management based in Surrey. More details are available on our website at www.hjpcfp.comHJP Chartered Financial Planners is a trading name of HJP Wealth Management Ltd.The value of your investment can go down as well as up. You could get back less than you invested.HJP Chartered Financial Planners is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 25/06/2024

Listed skills include Retirement Planning, Inheritance Tax Planning, Financial Advisory, Investments, and 25 others.